See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,649 | $105,126+101.3% | $94,646+123.6% | $139,434+51.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.67% | 38.03%-20.4pp | 156.71%-139.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,698 | $4,106-58.7% | $3,672-53.8% | $4,751-64.3% |
| Participant deferral / active EE | $2,878 | $7,599-62.1% | $7,418-61.2% | $6,710-57.1% |
| Admin fee / account holder | $3,781 | $8,984-57.9% | $7,231-47.7% | $11,403-66.8% |